Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,434 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $152 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
710
shares
|
$319,968
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
708
shares
|
$319,067
0.06% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
708
shares
|
$319,067
0.21% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
707
shares
|
$318,616
0.11% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
707
shares
|
$318,616
0.02% of portfolio
|
Q2 2025
Added 21.27%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
706
shares
|
$318,165
0.02% of portfolio
|
Q2 2025
Reduced 22.76%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
706
shares
|
$318,165
0.03% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
705
shares
|
$317,715
0.11% of portfolio
|
Q2 2025
Reduced 14.02%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
705
shares
|
$317,715
0.0% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
703
shares
|
$316,813
0.16% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
701
shares
|
$315,912
0.08% of portfolio
|
Q1 2025
Reduced 74.05%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
701
shares
|
$315,912
0.07% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
700
shares
|
$315,462
0.35% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
700
shares
|
$315,462
0.14% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
700
shares
|
$315,462
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
699
shares
|
$315,011
0.01% of portfolio
|
Q2 2025
Reduced 81.04%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
699
shares
|
$315,011
0.16% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
699
shares
|
$315,011
0.26% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
698
shares
|
$314,560
0.07% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
697
shares
|
$314,110
0.03% of portfolio
|
Q2 2025
Reduced 90.69%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
696
shares
|
$313,659
0.04% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
696
shares
|
$313,659
0.15% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
695
shares
|
$313,208
0.18% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
694
shares
|
$312,758
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
692
shares
|
$311,856
0.17% of portfolio
|
Q2 2025
Added 0.44%
|